Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,921 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $203 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
48,683
shares
|
$7.46 Million
0.81% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
48,680
shares
|
$7.46 Million
0.31% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
48,653
shares
|
$7.45 Million
2.15% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
48,629
shares
|
$7.45 Million
0.54% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
48,538
shares
|
$7.44 Million
1.38% of portfolio
|
Q3 2024
Reduced 26.52%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
48,449
shares
|
$7.42 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
48,411
shares
|
$7.42 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
48,411
shares
|
$7.42 Million
1.04% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
48,401
shares
|
$7.42 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
48,334
shares
|
$7.41 Million
1.48% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
48,272
shares
|
$7.4 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
47,839
shares
|
$7.33 Million
0.3% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
47,753
shares
|
$7.32 Million
0.63% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
47,712
shares
|
$7.31 Million
0.2% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
47,671
shares
|
$7.3 Million
1.1% of portfolio
|
Q3 2023
Added 6.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
47,543
shares
|
$7.28 Million
0.23% of portfolio
|
Q3 2024
Reduced 75.76%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,483
shares
|
$7.28 Million
0.61% of portfolio
|
Q3 2022
Added 14.93%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
47,481
shares
|
$7.28 Million
2.23% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
47,287
shares
|
$7.25 Million
2.49% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
47,095
shares
|
$7.22 Million
0.67% of portfolio
|
Q4 2022
Reduced 16.69%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
47,002
shares
|
$7.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
46,986
shares
|
$7.2 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
46,715
shares
|
$7.16 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
46,711
shares
|
$7.16 Million
0.48% of portfolio
|
Q2 2022
Added 8.67%
|
|
|
Campbell Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
46,658
shares
|
$7.15 Million
2.76% of portfolio
|
Q3 2024
Added 15.62%
|